PERSON DIRECTORY
Scott Goodwin
Scott Goodwin appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Scott Goodwin presents at Sohn 2026
Private credit’s $2 trillion direct-lending slice grew as post-GFC rules pushed banks away from LBOs above 6x leverage, while BDC fees ran six-to-seven times CLO economics.AI-exposed SaaS loans were underwritten against ARR amid weaker covenants; Diameter says 40-50% of average portfolios carry AI risk, while 2021-22 maturities, divergent marks, and $150-200B of expected selling remain catalysts.